Wcg Wealth Advisors LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 99,772 shares of MDYV stock, worth $8.57 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
99,772
Previous 106,193 6.05%
Holding current value
$8.57 Million
Previous $7.75 Million 2.35%
% of portfolio
0.54%
Previous 0.57%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$71.9 - $79.86 $461,669 - $512,781
-6,421 Reduced 6.05%
99,772 $7.93 Million
Q2 2024

Aug 12, 2024
BUY
$70.34 - $76.15 $347,198 - $375,876
4,936 Added 4.87%
106,193 $7.75 Million
Q1 2024

May 13, 2024
SELL
$70.29 - $76.0 $3.35 Million - $3.62 Million
-47,632 Reduced 31.99%
101,257 $7.7 Million
Q4 2023

Feb 08, 2024
SELL
$59.86 - $74.11 $708,682 - $877,388
-11,839 Reduced 7.37%
148,889 $10.9 Million
Q3 2023

Nov 09, 2023
BUY
$63.95 - $71.85 $675,056 - $758,448
10,556 Added 7.03%
160,728 $10.6 Million
Q2 2023

Aug 14, 2023
SELL
$62.86 - $68.78 $841,883 - $921,170
-13,393 Reduced 8.19%
150,172 $10.3 Million
Q1 2023

May 15, 2023
BUY
$62.53 - $74.6 $500,927 - $597,620
8,011 Added 5.15%
163,565 $10.8 Million
Q4 2022

Feb 14, 2023
BUY
$58.96 - $68.57 $207,480 - $241,297
3,519 Added 2.31%
155,554 $10.1 Million
Q3 2022

Nov 14, 2022
BUY
$57.82 - $69.04 $309,337 - $369,364
5,350 Added 3.65%
152,035 $8.79 Million
Q2 2022

Aug 23, 2022
SELL
$58.95 - $70.77 $3.84 Million - $4.61 Million
-65,195 Reduced 30.77%
146,685 $8.87 Million
Q2 2022

Aug 15, 2022
BUY
$58.95 - $70.77 $12.5 Million - $15 Million
211,880 New
211,880 $13 Million

Others Institutions Holding MDYV

# of Institutions
371
Shares Held
27.5M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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